Filed August 4, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $50,265 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $13,050 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,823 | $54,320+174.0% | $67,652+120.0% | $52,331+184.4% |
| Participation rate | 94.3% | 73.6%+20.7pp | 75.7%+18.7pp | 68.1%+26.2pp |
| Annual return | 1.43% | 6.81%-5.4pp | 6625.04%-6623.6pp | 4.54%-3.1pp |
| Employer contribution / active EE | $3,290 | $1,544+113.1% | $2,266+45.2% | $1,882+74.8% |
| Participant deferral / active EE | $9,843 | $2,950+233.7% | $3,560+176.5% | $3,022+225.7% |
| Admin fee / account holder | $648 | $527+23.0% | $4,821-86.6% | $592+9.5% |